Washington University Top Holdings and 13F Report (2024)

About Washington University

Investment Activity

  • Washington University has $270.36 million in total holdings as of March 31, 2024.
  • Washington University owns shares of 5 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 2.89% of the portfolio was purchased this quarter.
  • About 1.59% of the portfolio was sold this quarter.
  • This quarter, Washington University has purchased 4 new stocks and bought additional shares in 1 stock.
  • Washington University sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest Holdings

NU
$171,889,778
Coupang
$40,344,589
Moderna
$15,984,000

Largest New Holdings this Quarter

Unity Software
$761,911 Holding

Largest Purchases this Quarter

NU
591,346 shares (about $7.05M)
Unity Software
28,536 shares (about $761.91K)

Largest Sales this Quarter

Universal Technical Institute
270,000 shares (about $4.30M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWashington University

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Nu Holdings Ltd. stock logo
NU
NU
$171,889,778$7,054,758 4.3%14,408,19663.6%Business Services
Universal Technical Institute, Inc. stock logo
UTI
Universal Technical Institute
$41,384,639$4,303,800 -9.4%2,596,27615.3%Consumer Discretionary
Coupang, Inc. stock logo
CPNG
Coupang
$40,344,5890.0%2,267,82414.9%Retail/Wholesale
Moderna, Inc. stock logo
MRNA
Moderna
$15,984,0000.0%150,0005.9%Medical
Unity Software Inc. stock logo
U
Unity Software
$761,911$761,911 New Holding28,5360.3%Computer and Technology

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: